Limitations in Data Connect

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Limitations in Data Connect

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This feature is only available if you have the Data Connect feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support.

This table below describes the known limitations in the current version of Data Connect. Please note Data Connect is in Limited Availability and so we encourage customers to test thoroughly their use cases after enablement to avoid the risk of data loss in production.

Feature Limitations

Object Type

  • Initially, three object types: Invoice, Invoice Item, and Taxation Item are supported.

  • Since 5.0, the following object types are also supported: Credit Memo, Credit Memo Item, Credit Memo Part, Debit Memo, Debit Memo Item, Payment Part, and Refund Part.

  • Since 5.1, we have added support for the following object types: Subscriptions History, Subscription Rate Plans History, and Subscription Product & Charges History.

Authentication
  • To use Data Connect, you should use the username, password, and security token for authentication. Oauth is not supported.

Sync Mode
  • To use Data Connect, you should turn on and use Real-Time Sync. Scheduled Sync is not supported.

Email Notification

  • When an error occurs in the sync on the Invoice, Invoice Item, or Taxation Item object, you will not get an email notification.

SRPC Versions

  • In Zuora, an Invoice Item is linked to a version of the Subscription Rate Plan Charge (SRPC) object that generated it.

  • Zuora 360 by default only syncs the latest version of a Subscription and deletes the old version, therefore your Invoice Item in Salesforce could have a null lookup to the SRPC if generated based on a previous Subscription version.

  • When you enable the feature of upserting Salesforce Subscriptions instead of deleting the old versions in sync,  an Invoice Item in Salesforce will have a lookup to an SRPC even if this Invoice Item was generated from an old version of a Subscription. In this case, the SRPC is not the one that this Invoice Item was generated from. However,  an Invoice Item in Salesforce could still have a null lookup to the SRPC even if this feature is enabled. For example, if a Remove Product amendment occurs, Zuora will delete the associated SRPC. An Invoice Item that is generated from this SRPC will then have a null reference in Salesforce.

Historical Data

  • When you turn on Data Connect, the sync will begin, and you will not get the historical data on the Invoice, Invoice Item, and Taxation Item objects.

Invoice

  • When you turn on Data Connect, all Invoices including Draft Invoices will be synchronized automatically.

On-Demand Sync
  • If Data Connect is enabled, Invoices will not be synchronized during On-Demand Sync.  

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